Global markets are entering a dangerous phase where war, sticky inflation and rising debt are colliding at the same time. As the Middle East conflict drags on, oil prices remain a major threat to the inflation outlook just as global central banks are struggling to contain already elevated price pressures. Meanwhile, rising bond yields are tightening financial conditions and exposing the fragility beneath the AI-driven market rally.
In this episode, we explore why a handful of Big Tech companies may be masking deeper economic weakness across global markets, why oil prices remain the key macro variable to watch, and why investors should pay close attention to rising debt, slowing growth and increasingly unstable market dynamics.
Watch the full episode to find out more!
Intro1:00 Middle East – newest
4:03 Meanwhile, global yields remain at uncomfortable levels
6:31 Eyes on inflation numbers
8:34 And beneath the equity rally...
